$1.9B
assets under advisement
Wealth & investments
Once your deposits outgrow what a savings account can reasonably do for you, a Rolamb advisor can put the rest to work — without handing you off to a separate company.
A diversified mix of funds, matched to your risk tolerance and rebalanced automatically.
Traditional and Roth IRAs, with contribution reminders before the tax deadline.
Trade individual stocks and ETFs yourself, still visible in the same dashboard.
| Feature | Managed Portfolio | Retirement (IRA) | Self-Directed |
|---|---|---|---|
| Who picks the investments | Your advisor | You, or your advisor | You |
| Fee | 0.35% annually | $0 account fee | $0 per trade |
| Rebalancing | Automatic | Automatic or manual | Manual |
| Tax treatment | Standard brokerage | Tax-advantaged | Standard brokerage |
| Best for | Hands-off investors | Long-term retirement saving | Investors who want control |
How it actually works
Every transfer into a portfolio or IRA shows up next to your checking and savings — no second login to see the whole picture.
The 0.35% advisory fee is the only way we get paid on managed accounts — we don't earn more for recommending one fund over another.
Existing customers open a portfolio or IRA from the portal support inbox; new customers open a checking account first, then talk to an advisor.
Built for the long game
A new job, a home purchase, a kid heading to college — your advisor revisits the allocation whenever the situation actually calls for it, not on a rigid quarterly schedule designed to justify their fee.
Most clients hear from their advisor twice a year. That's not neglect — a portfolio built correctly the first time doesn't need constant tinkering.
Book a first conversation →Hear it from clients
A first conversation with an advisor costs nothing and commits you to nothing.
Book a conversation